Are you someone at the top of your game professionally, but you lack time or interest in the details of money management? Do you feel like that there is more that you could be doing with your money? Are you suffering from information overload from the media? This blog is designed to help you focus […]
Did you know that individual investors tend to do worse than the overall stock market? A big reason for this is that all of us have behavioral biases that can affect our ability to act objectively when it comes to trading. As Benjamin Graham (author of “The Intelligent Investor”) notes: “The investor’s chief problem – […]
You’ve heard the words “probate” and “living trust”and know that they have something to do with estate planning. You want to ensure that your wishes are carried out and that your family is taken care of. How do you begin the estate planning process with this array of confusing terms? This post will help you […]
How are you feeling about your retirement savings? Your perception of the value of your accounts might be off. Have you thought about the effect of inflation on the future value of those funds? This post will help you understand the implications of inflation, with some suggestions on how to factor that into your plans […]
A Lesson From Goldilocks on Withholding from Your Paycheck – Not Too Much, Not Too Little, Just the Right Amount
Are you confused by how much to withhold from your paycheck for income taxes? You want a reasonably accurate estimate so that you reduce the possibility for tax penalties and maximize your take-home pay. What follows are the basics with some tips to help you check and adjust your withholding if necessary. What is Withholding? […]
Making financial decisions can be complicated. Don’t you wish there was a way to simplify the process? The website bankrate.com has a number of calculators that will take the guesswork out of those decisions. Of course, most choices aren’t purely based on money. It’s up to you to weigh the numbers in the context of your […]
You don’t have to resort to an offshore bank account to reduce your tax liability. Did you know that your work retirement plan is one of the simplest and most common tax shelters for your money? In addition, you may be able to contribute funds to a retirement fund set up outside of work. This […]
You have saved enough money for a down payment for a house and know that you can afford to buy. Is this the best use of your money? In addition to looking at the hard numbers, you need to examine your feelings about home ownership. There are plenty of online “rent vs buy” calculators. What […]
I am a CERTIFIED FINANCIAL PLANNER TM at SAS Financial Advisors, LLC in San Francisco. I also have a Ph.D. in Neurobiology and am a former research scientist.
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- Laura Tanner, Ph.D, CFP®: Hi Jim, Thanks for your comments. This article f...
- Jim Havice, Jr.: This is a great article. As a matter of fact, I ag...
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